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semiconductor: Archive

Sridatri Sarkar

QUBT vs. RGTI: Which Quantum Stock Is the Better Pick Now?

Quantum Computing's photonic technology, customer traction and foundry expansion bolster its case, though high spending and losses remain key concerns.

QUBTNegative Net Change RGTINegative Net Change

Mark Vickery

NVIDIA Reports +120% Earnings Growth: Ho-Hum, Just Another Day

The AI-chip leader posted a +120% year-over-year increase on its bottom line and +106% on the top.

HPQNegative Net Change CRMNegative Net Change NVDAPositive Net Change URBNPositive Net Change CRWDPositive Net Change

Urmimala Biswas

3 Growth Stocks to Buy as Treasury Yields Fall: MU, STX & VLO

Micron, Seagate and Valero stand out as Treasury yields fall, with earnings momentum and structural growth trends supporting their outlook.

STXNegative Net Change MUNegative Net Change VLONegative Net Change

Aniruddha Ganguly

KLA Gains From Advanced Packaging: Can it Outpace ONTO & AMAT?

KLAC's advanced packaging growth is accelerating as AI, HPC and hybrid bonding drive demand, but Onto and Applied Materials are intensifying competition.

KLACPositive Net Change AMATPositive Net Change ONTOPositive Net Change

Zacks Equity Research

Intel Sees Strong Cash Flow Growth: Will the Trend Persist?

INTC's cash flow surges in the first half of 2026, but heavy investment keeps free cash flow under pressure. Can the trend persist?

INTCNegative Net Change CLSPositive Net Change ANETPositive Net Change

Harendra Ray

STM vs. ON: Which EV Semiconductor Stock Is More Compelling?

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.

STMPositive Net Change ONPositive Net Change

Zacks Equity Research

PCE Inflation Increased More Than Expected

PCE Inflation Increased More Than Expected

NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Can Qualcomm Capitalize on Soaring Edge AI Demand With VENTUNO Q?

QCOM is expanding its edge AI footprint with Arduino VENTUNO Q, bringing real-time AI computing to robotics, automation and smart cities.

QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Mark Vickery

PCE Ticks Higher in July, NVIDIA Reports After the Close

While Q2 GDP stayed at a still-low +1.5%, PCE figures were mostly higher than expected. Will NVIDIA beat earnings and lay out a long-term game plan for AI development?

NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

AMAT's AGS Business Gains Momentum: How Long Will it Sustain?

Applied Materials' AGS business achieves record revenues and expanding margins, with growth fueled by subscription services, parts demand and rising fab utilization.

AMATPositive Net Change ASMLPositive Net Change LRCXPositive Net Change